Get help from Schwab professionals any time, 24/7. Rank History shows how popular Schwab Intelligent Portfolios is in the iOS app store, and how that’s changed over time. With innovative technology backed by a team of investment professionals, Schwab Intelligent Portfolios is designed to help you to quickly invest for your goal – whatever it is. The fact that Schwab Intelligent Portfolios comes with no fees is an obvious benefit.

Schwab Intelligent Portfolios ® and Schwab Intelligent Portfolios Premium™ are designed to monitor portfolios on a daily basis and will also automatically rebalance as needed to keep the portfolio consistent with the client’s selected risk profile. But Schwab Intelligent Portfolios does limit tax-loss harvesting to those with large balances and delegates significant portions of investment portfolios to cash holdings.

Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("CSIA"). Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™ are made available through Charles Schwab & Co. Inc. (“Schwab”), a dually registered investment advisor and broker dealer. Please read the Schwab Intelligent Portfolios Solutions disclosure brochures for important information, pricing, and disclosures related to the Schwab Intelligent Portfolios and Schwab Intelligent Portfolios … Plus, add our Premium service for planning and unlimited 1:1 guidance from a CERTIFIED FINANCIAL PLANNER™ professional. ... Fees are, of course, one area where Charles Schwab Intelligent Portfolio shines. The dashboard built into the website and mobile app gives you a quick look at your performance to date. We review the platform, fees & pricing, AUM, returns, services provided and how they stack up against competitors. Plus, add our Premium service for planning and unlimited 1:1 …

This can significantly reduce a portfolio's performance over the long term. iOS Android iOS Android 3.5 from 170 trusted reviews Schwab Intelligent Portfolios The Charles Schwab Corporation. Get started with as little as $5,000. Download Schwab Intelligent Portfolios for iOS, and enjoy it on your iPhone, iPad, or iPod touch. Trading may not take place daily. Schwab Intelligent Portfolios looks to be one of the best overall robo advisors available. See How it Works Schwab Intelligent Portfolios ® is designed to help you do just that. You can track the performance of Schwab Intelligent Portfolios every hour of every day across different countries, categories and devices.

Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Institutional Intelligent Portfolios® is a technology and service platform provided to your Investment Advisor by Schwab Performance Technologies (“SPT”) and used by your Investment Advisor to provide its clients with an automated investment management service.
Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals.

3.5 from 170 trusted reviews Free.

How well does Schwab Intelligent Portfolios really perform? It’s helpful to figure out whether your financial background and approach align with Schwab Intelligent Portfolio…
The typical fee range for robo advisors is 0.25% to 0.50%. Get help from Schwab professionals any time, 24/7. Schwab Intelligent Portfolios® Automated investing with human help when you need it. Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, add our Premium service for planning and unlimited 1:1 guidance from a …